Financial Planning Services
Meet the Team
Financial Planner
June Wang
Multi-award-winning Financial Advisor with LPL Enterprise, I am passionate about helping individuals and families build, protect, and transfer generational wealth with confidence.
I’ve been honored with some of the highest distinctions in the industry, including:
• 🌟 Member of the Million Dollar Round Table Court of the Table
• 💼 Prudential Leaders Council – Top-tier advisor recognition
• 💰 Annuity Masters Council – Gold Level
• 💎 Life Concierge – Platinum Level
*The Million Dollar Round Table is a global membership of independent financial professionals, and qualifiers are based on production.
*The Signature Services Leaders Council recognizes financial professionals in the top 300 of all Prudential Advisors based on current fiscal year combined GDC/production
*The Prudential Annuities Masters Council award recognizes financial professionals based on their total annual sales of proprietary annuity products.
*The Prudential Life Concierge Program is created to recognize financial professionals based on their total production in Prudential insurance products
Financial Planner
Michael Rosero
Michael Rosero is a graduate of Harvard University. He started his career as a stockbroker 25 years ago at the NYSE firm, Ladenburg Thalman. He then worked as an Internal Sales Manager for 10 years at the MetLife Broker-Dealer Group teaching life insurance agents how to analyze and build investment portfolios as these insurance agents transitioned into financial advisors. He returned to private wealth management in 2010 advising high-net-worth clients at JPMorgan Securities, LLC and now at LPL Enterprise
Our Commitment to You
At Collegiate Financial Planning Services, we offer resources for individuals, families, and businesses. We specialize in estate planning, college funding, and investments to help you manage your financial future.
Our dedicated team provides personalized consultations, shares valuable insights through our blog, and keeps you updated with a calendar of events. By choosing us, you gain a partner who genuinely cares about your financial well-being.